Millennials are not only the largest generation in U.S. history, they will also receive the greatest transfer of inherited wealth ever.

It’s also been observed that Millennials are changing how businesses operate through their unique preferences and behaviors surrounding spending, lifestyle, and finance.

Because of this, Millennials are poised to transform nearly every facet of the U.S. and global economy, and the Finance industry is about to experience tremendous change as it works to address the needs and preferences of this different customer.